Promised Recession…So Where Is It?
2025-10-03
Over the past three years, the economic conversation has been a “promised recession.” If you read the headlines, tracked economist surveys, or even listened to Wall Street strategists, you would have assumed a downturn was imminent. Many investors, bloggers, and YouTubers have had a “parade of horribles” promising a recession is just on the horizon.The logic was …
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10/2/25 Valuations Don’t Matter… Until They Do
2025-10-02
Markets are trading at near all-time record valuations with little fundamental support.
Momentum is currently driving prices across all asset classes, but when earnings reality fails to match lofty expectations, valuations start to matter. And that’s when the music stops.
In this short video, I show why history warns against ignoring valuations and what it means for risk and returns ahead.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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